Difference between revisions of "Find Quotes Screen"
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| − | You can search for | + | You can search for quotes by using the following parameters: quote ID, customer (manually enter the customer's internal ID or search for it using the [[lookup widget]]), quote name, type, or status. If you have linked to the "Find Quotes" screen from a specific account, that customer's internal ID will appear in the customer field by default. Clicking the [Find Quotes] button will bring up a list of any quotes that match the data you have entered. Selecting a quote from the list will take you to the [[Viewing a Quote]]. |
Latest revision as of 21:13, 24 September 2009
You can search for quotes by using the following parameters: quote ID, customer (manually enter the customer's internal ID or search for it using the lookup widget), quote name, type, or status. If you have linked to the "Find Quotes" screen from a specific account, that customer's internal ID will appear in the customer field by default. Clicking the [Find Quotes] button will bring up a list of any quotes that match the data you have entered. Selecting a quote from the list will take you to the Viewing a Quote.
